A detailed history of Rooted Wealth Advisors, Inc. transactions in Microsoft Corp stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 6,312 shares of MSFT stock, worth $2.72 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
6,312
Previous 6,165 2.38%
Holding current value
$2.72 Million
Previous $2.72 Million 4.79%
% of portfolio
1.15%
Previous 1.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$395.15 - $467.56 $58,087 - $68,731
147 Added 2.38%
6,312 $2.59 Million
Q2 2024

Jul 25, 2024

BUY
$389.33 - $452.85 $115,241 - $134,043
296 Added 5.04%
6,165 $2.72 Million
Q1 2024

Apr 17, 2024

BUY
$367.75 - $429.37 $210,353 - $245,599
572 Added 10.8%
5,869 $2.47 Million
Q4 2023

Feb 07, 2024

BUY
$313.39 - $382.7 $30,085 - $36,739
96 Added 1.85%
5,297 $2.15 Million
Q3 2023

Nov 21, 2023

BUY
$312.14 - $359.49 $228,174 - $262,787
731 Added 16.35%
5,201 $1.92 Million
Q2 2023

Aug 03, 2023

SELL
$275.42 - $348.1 $123,388 - $155,948
-448 Reduced 9.11%
4,470 $1.51 Million
Q1 2023

Apr 26, 2023

SELL
$222.31 - $288.3 $141,389 - $183,358
-636 Reduced 11.45%
4,918 $1.41 Million
Q4 2022

Feb 13, 2023

BUY
$214.25 - $257.22 $1.19 Million - $1.43 Million
5,554 New
5,554 $1.33 Million

Others Institutions Holding MSFT

About MICROSOFT CORP


  • Ticker MSFT
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 7,454,470,144
  • Market Cap $3.21T
  • Description
  • Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 ...
More about MSFT
Track This Portfolio

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.